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Strategic Wealth Designers 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Wealth Designers
报告期 2026-03-31 · CIK 0001802365
持仓数
94
前50大市值合计
$755.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
24Q4
24Q3
24Q2
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 125 项
建仓 31
增持 73
减持 18
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$8.1M
245,994
+7%
增持
AAPL
APPLE INC
+$6.9M
184,781
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$4.8M
77,401
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SPTL
SPDR SER TR
+$4.8M
993,248
+8%
增持
CRM
SALESFORCE INC
+$4.6M
57,720
+11%
增持
NOBL
PROSHARES TR
+$4.5M
461,489
+4%
增持
VTI
VANGUARD INDEX FDS
+$3.7M
113,940
+4%
增持
MSFT
MICROSOFT CORP
+$3.6M
37,006
+13%
增持
META
META PLATFORMS INC
+$3.3M
44,796
+7%
增持
AXP
AMERICAN EXPRESS CO
+$3.3M
61,324
+12%
增持
BA
BOEING CO
+$3.1M
35,413
+10%
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
18,416
+12%
增持
JPM
JPMORGAN CHASE & CO
+$2.8M
77,436
+8%
增持
V
VISA INC
+$2.8M
45,047
+16%
增持
UBER
UBER TECHNOLOGIES INC
+$2.6M
153,222
+3%
增持
GLD
SPDR GOLD TR
+$2.4M
88,727
+5%
增持
LYFT
LYFT INC
+$2.4M
498,546
+3%
增持
KHC
KRAFT HEINZ CO
+$2.0M
264,782
+14%
增持
KO
COCA COLA CO
+$1.9M
249,859
+9%
增持
XLY
SELECT SECTOR SPDR TR
+$1.7M
63,621
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
39,524
+17%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
14,478
+18%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
72,824
+17%
建仓
VVOS
VIVOS THERAPEUTICS INC
+$1.6M
128,789
增持
STIP
ISHARES TR
+$1.4M
202,100
+6%
增持
PFF
ISHARES TR
+$1.4M
665,679
+4%
增持
TSN
TYSON FOODS INC
+$1.4M
162,224
+11%
增持
ADBE
ADOBE INC
+$1.4M
11,031
+8%
增持
VNQ
VANGUARD INDEX FDS
+$1.3M
65,641
+11%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.2M
42,680
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.2M
361,609
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
14,569
+5%
建仓
BCUS
EXCHANGE LISTED FDS TR
+$1.2M
47,630
减持
COIN
COINBASE GLOBAL INC
+$1.1M
12,277
-8%
增持
WM
WASTE MGMT INC DEL
+$1.1M
31,657
+6%
清仓
NKE
NIKE INC
-$1.1M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$1.0M
27,593
-4%
减持
LLY
ELI LILLY & CO
-$990.1K
982
-66%
减持
PYPL
PAYPAL HLDGS INC
-$961.9K
3,663
-82%
增持
VAW
VANGUARD WORLD FDS
+$943.0K
36,366
+5%
增持
TIP
ISHARES TR
+$914.4K
90,876
+6%
减持
DIS
DISNEY WALT CO
+$908.8K
112,427
-1%
增持
JNJ
JOHNSON & JOHNSON
+$865.6K
34,989
+18%
增持
NFLX
NETFLIX INC
+$848.1K
5,387
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$844.7K
137,178
+3%
增持
T
AT&T INC
+$801.7K
282,762
+8%
建仓
PEP
PEPSICO INC
+$637.4K
3,753
清仓
—
VIVOS THERAPEUTICS INC
-$618.5K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$615.6K
1,169
建仓
—
LINDE PLC
+$575.4K
1,401
建仓
MDLZ
MONDELEZ INTL INC
+$562.1K
7,761
建仓
VOO
VANGUARD INDEX FDS
+$538.1K
1,232
建仓
DHR
DANAHER CORPORATION
+$521.4K
2,254
建仓
MRSH
MARSH & MCLENNAN COS INC
+$519.5K
2,742
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$502.7K
947
建仓
VYMI
VANGUARD WHITEHALL FDS
+$495.1K
7,446
建仓
ANGL
VANECK ETF TRUST
+$480.7K
16,703
增持
DUK
DUKE ENERGY CORP NEW
+$468.2K
9,457
+86%
增持
STWD
STARWOOD PPTY TR INC
+$464.1K
265,967
+0%
增持
GOOGL
ALPHABET INC
+$451.5K
41,427
+2%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$451.3K
5,553
建仓
ICVT
ISHARES TR
+$440.5K
5,605
增持
BLOK
AMPLIFY ETF TR
+$422.4K
42,110
+1%
增持
—
DUPONT DE NEMOURS INC
+$414.4K
67,677
+5%
增持
GLTR
ABRDN PRECIOUS METALS BASKET
+$404.1K
36,346
+5%
建仓
VICI
VICI PPTYS INC
+$347.7K
10,907
建仓
AMGN
AMGEN INC
+$332.2K
1,153
增持
TSLA
TESLA INC
+$325.1K
3,721
+55%
减持
LMT
LOCKHEED MARTIN CORP
-$310.9K
1,484
-38%
建仓
AGG
ISHARES TR
+$310.7K
3,130
增持
ABR
ARBOR REALTY TRUST INC
+$308.9K
440,770
+5%
增持
PGF
INVESCO EXCHANGE TRADED FD T
+$306.2K
394,734
+2%
增持
ABBV
ABBVIE INC
+$301.6K
5,097
+56%
增持
MOO
VANECK ETF TRUST
+$298.1K
79,288
+9%
建仓
VO
VANGUARD INDEX FDS
+$286.6K
1,232
建仓
TXN
TEXAS INSTRS INC
+$285.0K
1,672
增持
VGT
VANGUARD WORLD FDS
+$284.3K
3,309
+4%
建仓
O
REALTY INCOME CORP
+$282.8K
4,926
建仓
VYM
VANGUARD WHITEHALL FDS
+$272.4K
2,436
建仓
IXC
ISHARES TR
+$258.0K
6,598
减持
EPI
WISDOMTREE TR
+$254.1K
95,889
-4%
建仓
VUG
VANGUARD INDEX FDS
+$254.1K
817
减持
ARKG
ARK ETF TR
+$247.1K
52,244
-1%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$242.9K
1,703
建仓
GOOG
ALPHABET INC
+$239.3K
1,698
减持
XBI
SPDR SER TR
+$235.5K
17,849
-4%
建仓
VTV
VANGUARD INDEX FDS
+$228.0K
1,525
建仓
BSV
VANGUARD BD INDEX FDS
+$227.7K
2,956
减持
IVV
ISHARES TR
-$227.1K
1,166
-36%
建仓
PH
PARKER-HANNIFIN CORP
+$218.1K
473
增持
—
VIRGIN GALACTIC HOLDINGS INC
+$216.7K
268,611
+10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$212.9K
1,444
建仓
TFC
TRUIST FINL CORP
+$211.8K
5,737
建仓
MAR
MARRIOTT INTL INC NEW
+$204.4K
906
增持
—
EXXON MOBIL CORP
+$171.6K
4,657
+86%
增持
MCD
MCDONALDS CORP
+$167.2K
2,531
+14%
增持
WMT
WALMART INC
+$149.1K
3,670
+37%
减持
XT
ISHARES TR
+$146.1K
32,825
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$126.2K
2,661
+13%
增持
HD
HOME DEPOT INC
+$121.1K
1,340
+18%
增持
AVGO
BROADCOM INC
+$107.7K
342
+4%
增持
MRK
MERCK & CO INC
+$101.9K
6,379
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$100.0K
2,542
-21%
增持
—
EKSO BIONICS HLDGS INC
+$98.6K
51,950
+22%
增持
CSCO
CISCO SYS INC
-$85.4K
132,778
+5%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$85.1K
2,217
+8%
增持
TAN
INVESCO EXCH TRADED FD TR II
+$79.4K
12,630
+10%
增持
WFC
WELLS FARGO CO NEW
+$50.5K
5,779
+1%
增持
SUSA
ISHARES TR
+$48.1K
2,824
+8%
增持
REMX
VANECK ETF TRUST
-$47.2K
9,929
+0%
减持
ABT
ABBOTT LABS
+$39.6K
3,237
-1%
增持
VV
VANGUARD INDEX FDS
+$33.9K
1,075
+5%
减持
SPYM
SPDR SER TR
-$31.9K
4,439
-20%
增持
BSX
BOSTON SCIENTIFIC CORP
+$29.0K
4,549
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$28.2K
5,206
-14%
增持
—
MEDTRONIC PLC
+$27.3K
6,482
+0%
增持
—
AGEX THERAPEUTICS INC
-$25.5K
97,375
+5%
增持
ELV
ELEVANCE HEALTH INC
+$23.2K
549
+1%
增持
BND
VANGUARD BD INDEX FDS
+$20.3K
4,162
+2%
清仓
—
CANO HEALTH INC
-$16.5K
0
-100%
减持
SPAB
SPDR SER TR
+$14.6K
13,042
-1%
增持
BP
BP PLC
-$13.7K
5,926
+3%
增持
ATHXQ
ATHERSYS INC NEW
-$9.6K
274,738
+686%
减持
IJH
ISHARES TR
+$2.2K
1,050
-9%
增持
CVX
CHEVRON CORP NEW
+$1.2K
2,490
+13%
